See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,674 | $95,542-77.3% | $69,455-68.8% | $67,579-67.9% |
| Participation rate | 22.5% | 79.4%-56.8pp | 74.6%-52.1pp | 71.3%-48.8pp |
| Annual return | 22.71% | 17.67%+5.0pp | 28.97%-6.3pp | 378.56%-355.9pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,779-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $820 | $3,263-74.9% | $3,535-76.8% | $3,539-76.8% |
| Admin fee / account holder | $0 | $90-100.0% | $3,839-100.0% | $142-100.0% |